12 Simple Steps to Get Started with Your Bookkeeping

Does the thought of getting started on your bookkeeping overwhelm you?

You're not alone.

In this 25 minute class, you will learn 12 simple steps to get started with your bookkeeping and feel confident.

Some of the key points discussed are:

• how to choose the best bookkeeping program for you,
• what information you need to record,
• how often you should do you bookkeeping,
• why it's important to keep your records up to date, and more!

This class includes a PDF summary of the 12 steps discussed as well as an accounting app feature sheet you can refer to when the class is over.

• Introduction to 12 Simple Steps to Get Started with Your Bookkeeping
• Step 1 Assess Your Needs
• Step 2 Separate Business Account
• Step 3 Research Your Options
• Accounting App Cheat Sheet
• Step 4 Learn the Software
• Step 5 Enter Business Details
• Step 6 Enter Contacts
• Step 7 Determine Account Set Up
• Step 8 Enter Opening Balances
• Step 9 Understand Tax Deductions You Can Claim
• Step 10 Record Income and Expenses Regularly
• Step 11 Keep Your Documentation
• Step 12 Always Reconcile Accounts
• Conclusion
• Your Project
• Resources